Step Three: Fill in all pertinent employee information. The required fields are the following:

Username-Used by the employee to log into the system and must be unique.

Email– Used by the system to send any automated notifications your organization may be using.

Note: If an employee does not have a valid email address, you may add a fictitious address to fulfill the system requirement. We recommend something like user1@yourcompanyname.com.

First Name

Last Name

Hire Date

Manager(s)-This field establishes the hierarchical reporting relationship for performance appraisals. Each employee must have a manager in order to be reviewed. Click Add a Manager to search for and assign a manager.

User Roles-Assign the role the employee will play as a user of the system. This associates the permissions assigned to that role to the employee.

Note: It is a best practice to design your roles such that it is only necessary to assign one role to each employee.

Optional Fields

Password / Confirm Password– If you don’t enter a password the system will auto- generate one.

Send email to user with login information-Check this box to automatically notify the user of log information when the record is saved.

Employee ID -An employee identification field.

Department – Must already exist in the system to be included in the drop-down list.

Job Title Must already exist in the system to be included in the drop-down list.